Closing 5 ideas
First I sold my Berry Global (BERY) shares (mentioned here a few days ago ) and my opinion on the spin-off transaction went from being neutral to...
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Berry Global, Part II
This is a reactivation of an old idea Berry Global (BERY) that I wrote about 2 years ago. It is basically a roll up in the plastic packaging business.
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Berry Global Group Inc (BERY) - Wednesday, Jul 17, 2024
BERRY (BERY) has had a challenging start to the year but recent market trends have created an interesting investment opportunity for the company.
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Orora (ORA AU): Lone Star’s Opportunistic A$2.55 Offer
The Lone Star offer is unattractive and could also draw other suitors. If Lone Star walks, the downside is low, as Orora’s valuation is undemanding...
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Berry Global Group Inc (BERY) - Wednesday, Jan 3, 2024
Berry Global is a leading manufacturer of protective packaging solutions, specializing in rigid plastic containers, flexible packaging, and non...
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